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Vanguard Total Bond Market

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.83B +$199M +2,302,942 +5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.82B +$207M +2,400,803 +6%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.56B +$92.3M +1,069,148 +3%
Creative Planning
4
Creative Planning
Kansas
$3.27B +$315M +3,648,866 +11%
LPL Financial
5
LPL Financial
California
$2.63B +$136M +1,577,709 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.81B +$69M +798,679 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.62B +$22.5M +260,737 +1%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.39B -$145M -1,677,890 -9%
SEI Investments
9
SEI Investments
Pennsylvania
$1.39B +$60.2M +697,000 +4%
MFRM
10
Milliman Financial Risk Management
Illinois
$1.34B -$80.5M -931,948 -6%
Wells Fargo
11
Wells Fargo
California
$1.26B -$33.7M -389,782 -3%
BlackRock
12
BlackRock
New York
$1.21B -$33.2M -384,661 -3%
Vanguard Group
13
Vanguard Group
Pennsylvania
$1B +$107M +1,244,463 +12%
Franklin Resources
14
Franklin Resources
California
$926M +$934M +10,818,980 +61,904%
Bank of America
15
Bank of America
North Carolina
$744M -$558M -6,465,057 -43%
MIS
16
Morningstar Investment Services
Illinois
$695M +$22.5M +260,791 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$624M +$11.7M +135,777 +2%
AF
18
Allworth Financial
California
$553M +$40.7M +471,541 +8%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$519M -$894K -10,356 -0.2%
Goldman Sachs
20
Goldman Sachs
New York
$504M +$86.2M +998,419 +20%
Osaic Holdings
21
Osaic Holdings
Arizona
$425M +$40.7M +471,342 +10%
UBS Group
22
UBS Group
Switzerland
$350M +$9.78M +113,267 +3%
Truist Financial
23
Truist Financial
North Carolina
$334M +$18.9M +219,082 +6%
Ameriprise
24
Ameriprise
Minnesota
$317M -$17.4M -201,504 -5%
State Street
25
State Street
Massachusetts
$304M +$4.91M +56,858 +2%